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RM

Randall L. Manley

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CRD#: 1142277
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Randall Lewis Manley was a registered financial professional .

Randall is a previously registered financial professional and started their career in finance in 1984. Randall had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 10, 2000 - January 26, 2004

FDX ADVISORS, INC.

RIA
CRD#: 104601
ALAMO, CA
Past

March 1, 2000 - October 31, 2003

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

July 8, 1997 - July 9, 2021

LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIA
CRD#: 107638
ALAMO, CA
Past

June 28, 1989 - February 29, 2000

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SAN FRANCISCO, CA
Past

September 21, 1984 - March 13, 1989

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FDX ADVISORS, INC.
ENVESTNET CAPITAL MANAGEMENT | SUNGARD ADVISOR TECHNOLOGIES, INC. | SUNGARD ADVISOR TECHNOLOGIES | LONDON PACIFIC ADVISORY SERVICES INC. | LONDON PACIFIC ADVISORS | FOLIO DYNAMICS, INC. | FDX ADVISORS, INC.

CRD#: 104601 / SEC#: 801-29775

RIA
Registered Investment Advisory firm - (7/2/1987 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/15/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/1984
General Securities Principal Examination

Current Firm


FA
FDX ADVISORS, INC.
ENVESTNET CAPITAL MANAGEMENT | SUNGARD ADVISOR TECHNOLOGIES, INC. | SUNGARD ADVISOR TECHNOLOGIES | LONDON PACIFIC ADVISORY SERVICES INC. | LONDON PACIFIC ADVISORS | FOLIO DYNAMICS, INC. | FDX ADVISORS, INC.

CRD#: 104601 / SEC#: 801-29775

RIA
Registered Investment Advisory firm - (7/2/1987 Approved)
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Contact information


Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FDX ADVISORS FORM ADV PART 2A (7/1/2025)

Regulatory assets under management


Total Number of Accounts5,003
AUM (Assets Under Management)$ 926,084,276

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FDX ADVISORS, INC.

CRD#: 104601

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